Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service

Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered

The Four Paths to Portability

Estate Planning for IRAs in a Second Marriage

How Sales to Grantor Trusts Can Benefit Your Clients in 2024

Managing Capital Gains Tax in 2024 and Beyond

The Mathematics of Estate Planning for IRAs After the SECURE Act

California’s New Retroactive Anti-Incomplete Gift Trust Statute

Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

The SECURE ACT Regulations Have Arrived: Every Advisor Needs To Standdown & Rethink Everything!